Memphis, TNCIK 19101795 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
54 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 911.0K | $169.90M | 56.3% | +112.0K | Added |
| 2 | Moodys Corp | 16.0K | $8.17M | 2.7% | +2.0K | Added |
| 3 | Adobe Inc | 23.3K | $8.16M | 2.7% | +3.0K | Added |
| 4 | Pimco Corporate & Incm Strg |
| 626.0K |
| $7.99M |
| 2.6% |
| 0 |
| Held |
| 5 | American Express Co | 18.0K | $6.66M | 2.2% | +700 | Added |
| 6 | S&P Global Inc | 12.0K | $6.26M | 2.1% | +600 | Added |
| 7 | Progressive Corp | 23.8K | $5.43M | 1.8% | +2.0K | Added |
| 8 | Costco Whsl Corp New | 6.1K | $5.29M | 1.8% | +6.1K | New |
| 9 | Marathon Pete Corp | 31.8K | $5.18M | 1.7% | +2.1K | Added |
| 10 | Lowes Cos Inc | 20.7K | $4.99M | 1.7% | +1.0K | Added |
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